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Commentary

Spectrum, Q1 2022

The Great Rotation 2.0

Filippo Alloatti
Head of Financials (Credit), Federated Hermes Limited
Geir Lode
Head of Global Equities, Federated Hermes Limited
Martin Todd, CFA
Portfolio Manager, Sustainable Global Equity, Impact Opportunities, Federated Hermes Limited
Jonathan Pines, CFA
Lead Portfolio Manager, Asia ex-Japan, Federated Hermes Limited
Silvia Dall’Angelo
Senior Economist, Federated Hermes Limited
Kunjal Gala
Head of Global Emerging Markets, Lead Portfolio Manager, Federated Hermes Limited
Insight
3 March 2022 |
Active ESG, Impact, Sustainable
Slower growth rates, tighter labour markets, higher inflation and normalising monetary policies provides the classic backdrop to a great rotation from growth to value stocks.
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But, as we discuss in this edition of Spectrum, this cycle looks different compared to anything we have seen in decades.

Spectrum: The Great Rotation 2.0

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